<Elementary> Lesson No.36
Post-Closing Matters / クロージング後事項
0.Greetings & Ice-break (2min.)|挨拶と導入
0-1 Greetings
Let’s practice a short small talk that you can use to greet a business partner and start building a good relationship.
講師との挨拶を兼ねて、ビジネスパートナーと信頼関係を築くための短いスモールトークを練習してみましょう。
[Tips / 会話のヒント]
・Can you hear me clearly?
私の声はクリアに聞こえますか?
・How's your day going so far?
今日はどんな一日でしたか?
・Talk about one small topic (Work, Weather, News, Hometown, Sports event, etc.)
軽い話題について話しましょう(仕事、天気、ニュース、地元、スポーツイベントなど)
0-2 Introduction
In today’s lesson, we’ll learn about the following situation. Have you ever experienced something similar?
本日のレッスンでは以下のようなシチュエーションについて学びます。同様のシチュエーションを経験したことがありますか?
- If you have experience, please tell us what it was like, what was difficult, or what you learned.
経験があれば、どんな内容だったか、難しかったことや学んだことなどを教えて下さい。
- If you don’t have experience, try to imagine yourself handling that situation in English.
What do you think would be challenging?
経験がなければ、英語でその状況に対応しているところを想像してみましょう。どんなことが難しそうですか?
Situation / シチュエーション
You are managing post-closing obligations and integration activities immediately after the transaction closes.
あなたはクロージング直後の義務や統合業務を管理しています
1. Read (2 min)|型を学ぶ
Let's read the following key sentences aloud!
下記の文章や単語を順番に音読しましょう!
1-1 Basic phrases
1.We'll follow the...(...に沿って進める)
2.We'll send a welcome message to...(...へ歓迎メッセージを送付する)
3.We'll contact the top customers to...(...するためトップ顧客へ連絡する)
4.We should start monthly reporting to...(...するため月次報告を開始すべきだ)
5.We'll hold weekly reviews to...(...するため週次レビューを開催する)
6.We'll set up a synergy PMO to...(...するためシナジーPMOを設立する)
7.We'll link results to retention bonuses to...(...するため成果をリテンションボーナスと連動させる)
1-2 Essential words
1.confirm(確認する)
2.integrate(統合する)
3.prepare(作成する)
4.review(レビューする)
5.resolve(解決する)
6.track(追跡する)
7.appoint(任命する)
8.capture(獲得する)
9.motivate(動機付けする)
10.immediately(直ちに)
2. Try (3 min)|ロールプレイ練習
Let’s practice the role-play.
ロールプレイの練習をしましょう!
Situation / シチュエーション(Reference again)
You are managing post-closing obligations and integration activities immediately after the transaction closes.
あなたはクロージング直後の義務や統合業務を管理しています
👨💼【Teacher / Integration Director】:
Good morning. The deal closed yesterday. Let's confirm the tasks we need to start immediately. What's your plan for Day 1?
(おはようございます。取引が昨日クローズしました。直ちに開始すべきタスクを確認しましょう。第1日の計画は何ですか?)
🧑🎓【Student / Sales Manager】:
We'll follow the Day 1 plan. First, we'll send a welcome message to all employees. Second, we'll contact the top 20 customers to confirm business continuity. Third, we'll integrate key systems including email and reporting tools. This week, the integration team will meet daily to keep momentum.
(第1日計画に沿って進めます。第一に、全社員へ歓迎メッセージを送付します。第二に、トップ20顧客へ事業継続を確認する連絡をします。第三に、メールや報告ツールなど主要システムを統合します。今週は統合チームが毎日会合して勢いを維持します。)
👨💼【Teacher / Integration Director】:
Good. How will we handle the working capital adjustment? The seller needs to prepare the closing statement.
(良いですね。運転資本調整はどう扱いますか?売り手がクロージング明細書を作成する必要があります。)
🧑🎓【Student / Sales Manager】:
The seller will prepare the closing statement within 60 days. Then, the buyer will review it within 30 days. If there's a dispute, we'll refer it to an independent accountant. We should start monthly reporting immediately to track performance.
(売り手が60日以内にクロージング明細書を作成します。その後、買い手が30日以内にレビューします。紛争がある場合は、独立会計士に委ねます。パフォーマンスを追跡するため、月次報告をすぐに開始すべきです。)
👨💼【Teacher / Integration Director】:
That makes sense. What about TSA service management? We need to avoid delays.
(理にかなっていますね。TSAサービスの管理はどうですか?遅延を避ける必要があります。)
🧑🎓【Student / Sales Manager】:
Both sides will appoint a TSA manager. We'll hold weekly reviews to resolve issues. We'll start the transition plan without waiting for service termination. All costs will be tracked and compared with the budget.
(双方がTSAマネージャーを任命します。週次レビューで問題を解決します。サービス終了を待たずに移行計画を開始します。すべてのコストを予算と照合して追跡します。)
👨💼【Teacher / Integration Director】:
Excellent. How will we capture the promised synergies? We need clear responsibility.
(素晴らしい。約束されたシナジーをどう獲得しますか?明確な責任が必要です。)
🧑🎓【Student / Sales Manager】:
We'll set up a synergy PMO to clarify responsibility. We'll focus on procurement quick wins first. Revenue synergies will be planned carefully. We'll report to both boards monthly. We'll link results to retention bonuses to motivate stakeholders.
(シナジーPMOを設立して責任を明確にします。調達のクイックウィンを優先します。収益シナジーは慎重に計画します。月次で両社の取締役会へ報告します。成果をリテンションボーナスと連動させて関係者の動機付けを図ります。)
👨💼【Teacher / Integration Director】:
Perfect. I'll review this plan in detail. Let's check progress at tomorrow's integration meeting. Thank you for the clear explanation.
(完璧です。この計画を詳細にレビューします。明日の統合会議で進捗を確認しましょう。明確な説明をありがとうございます。)
3. Use (4 min)|ロールプレイ & 実践(空欄補完)
Let's perform the role-play and fill in the blanks by translating the Japanese into English!
空欄の日本語を英語に訳しながら、ロールプレイを実践してみましょう!
Situation / シチュエーション(Reference again)
You are managing post-closing obligations and integration activities immediately after the transaction closes.
あなたはクロージング直後の義務や統合業務を管理しています
👨💼【Teacher / Integration Director】:
Good morning. The deal closed yesterday. Let's confirm the tasks we need to start immediately. What's your plan for Day 1?
🧑🎓【Student / Sales Manager】:
We'll follow the Day 1 plan. First, we'll send a welcome message to all employees. Second, we'll contact the top 20 customers to [確認する] business continuity. Third, we'll [統合する] key systems including email and reporting tools. This week, the integration team will meet daily to keep momentum.
👨💼【Teacher / Integration Director】:
Good. How will we handle the working capital adjustment? The seller needs to prepare the closing statement.
🧑🎓【Student / Sales Manager】:
The seller will [作成する] the closing statement within 60 days. Then, the buyer will [レビューする] it within 30 days. If there's a dispute, we'll refer it to an independent accountant. We should start monthly reporting [直ちに] to [追跡する] performance.
👨💼【Teacher / Integration Director】:
That makes sense. What about TSA service management? We need to avoid delays.
🧑🎓【Student / Sales Manager】:
Both sides will [任命する] a TSA manager. We'll hold weekly reviews to [解決する] issues. We'll start the transition plan without waiting for service termination. All costs will be [追跡する] and compared with the budget.
👨💼【Teacher / Integration Director】:
Excellent. How will we capture the promised synergies? We need clear responsibility.
🧑🎓【Student / Sales Manager】:
We'll set up a synergy PMO to clarify responsibility. We'll focus on procurement quick wins first. Revenue synergies will be planned carefully. We'll report to both boards monthly. We'll link results to retention bonuses to [動機付けする] stakeholders.
👨💼【Teacher / Integration Director】:
Perfect. I'll review this plan in detail. Let's check progress at tomorrow's integration meeting. Thank you for the clear explanation.
4. Challenge (7 min)|応用実践
Let's perform the role-play and fill in the blanks by translating the Japanese into English!
空欄の日本語を英語に訳しながら、ロールプレイを実践してみましょう!
*Let's practice this part repeatedly until we can speak it smoothly.
このパートはスムーズにスピーキングできるようになるまで繰り返し練習しましょう。
Situation / シチュエーション(Reference again)
You are managing post-closing obligations and integration activities immediately after the transaction closes.
あなたはクロージング直後の義務や統合業務を管理しています
👨💼【Teacher / Integration Director】:
Good morning. The deal closed yesterday. Let's confirm the tasks we need to start immediately. What's your plan for Day 1?
🧑🎓【Student / Sales Manager】:
[第1日計画に沿って進めます。] First, [全社員へ歓迎メッセージを送付します。] Second, [トップ20顧客へ事業継続を確認する連絡をします。] Third, we'll integrate key systems including email and reporting tools. This week, the integration team will meet daily to keep momentum.
👨💼【Teacher / Integration Director】:
Good. How will we handle the working capital adjustment? The seller needs to prepare the closing statement.
🧑🎓【Student / Sales Manager】:
The seller will prepare the closing statement within 60 days. Then, the buyer will review it within 30 days. If there's a dispute, we'll refer it to an independent accountant. [パフォーマンスを追跡するため、月次報告をすぐに開始すべきです。]
👨💼【Teacher / Integration Director】:
That makes sense. What about TSA service management? We need to avoid delays.
🧑🎓【Student / Sales Manager】:
Both sides will appoint a TSA manager. We'll hold weekly reviews to resolve issues. We'll start the transition plan without waiting for service termination. All costs will be tracked and compared with the budget.
👨💼【Teacher / Integration Director】:
Excellent. How will we capture the promised synergies? We need clear responsibility.
🧑🎓【Student / Sales Manager】:
We'll set up a synergy PMO to clarify responsibility. We'll focus on procurement quick wins first. Revenue synergies will be planned carefully. We'll report to both boards monthly. We'll link results to retention bonuses to motivate stakeholders.
👨💼【Teacher / Integration Director】:
Perfect. I'll review this plan in detail. Let's check progress at tomorrow's integration meeting. Thank you for the clear explanation.
\ If you have some extra capacity, give it a try(余力があればやってみましょう)/
5. Real-world application (5 min)|実務応用
Let's speak freely with the phrases and flow we learned today. If you can, imagine your real job—it makes practice more effective.
本日学習した単語やフレーズ、会話の流れを思い出しながら、自由に話してみましょう。可能であれば、自身の実務を想像しながら話すと効果的です。
Situation / シチュエーション
The deal closed yesterday and you need to confirm immediate tasks with the integration director.
You will explain the Day 1 plan, working capital adjustment process, TSA service management, and synergy capture strategy.
取引が昨日クローズし、統合責任者と直ちに実行すべきタスクを確認する必要があります。
あなたは第1日計画、運転資本調整プロセス、TSAサービス管理、シナジー獲得戦略を説明します。
👨💼【Teacher / Integration Director】:
The deal closed yesterday. Please explain the key tasks we need to start immediately and how we'll manage the integration process.
(取引が昨日クローズしました。直ちに開始すべき主要タスクと統合プロセスの管理方法を説明してください。)
🧑🎓【Student / Your Role】:
(Free Speaking based on today's lesson)
Hints / ヒント
1.Explain the Day 1 plan and key actions(第1日計画と主要行動を説明する)
2.Describe the working capital adjustment process(運転資本調整プロセスを述べる)
3.Outline TSA service management approach(TSAサービス管理方法の概要を示す)
4.Present the synergy capture strategy(シナジー獲得戦略を提示する)
※This is not a role-play. Please speak until you finish your thoughts.
このパートはロールプレイ形式ではありません。最後まで通して話してみましょう。
6. Wrap-up (2 min) |レッスンの振り返り
Let's review today's lesson with your teacher!
今日のレッスンについて講師と振り返ってみましょう!
6-1 Comments from student
・Good points / 良かったところ・上手くできたところ
・Things to work on / 今後強化したいところ
6-2 Feedback from teacher
・Good points / 良かった点
・Things to work on / 今後の強化ポイント
・What to review / 復習ポイント
*6-3 Questions from student (if any)
Japanese translation(日本語訳)
1. Read (2min)(型を学ぶ)|基本フレーズ
2. Try (4min)(ロールプレイ練習)|型を使った練習
Let’s practice the role-play.
ロールプレイの練習をしましょう!
3. Use (7min)|応用
Let’s perform the role-play and filling in the missing English!
英語を補完しながら、ロールプレイを実践してみましょう!
4. Challenge (7min)|実践
Let’s perform the role-play and filling in the missing English!
英語を補完しながら、ロールプレイを実践してみましょう!
5. Wrap-up (3min) – レッスンの振り返り
"Let’s review today’s lesson with your teacher!”
「今日のレッスンについて講師と振り返ってみましょう!」
5-1. Comments from Student
- Good points / 良かったところ・上手くできたところ
- Things to work on / 今後強化したいところ
5-2. Feedback from Teacher
- Good points / 良かった点
- Things to work on / 今後の強化ポイント
- What to review / 復習ポイント
5-3. Question from Students (If any)
